Wealth Management Trainee: Fast-Track Licensing & Growth

Bankers Life company; Oklahoma City (OK); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Award-winning mentorship

Training programs

Incentives for early starters

Job summary

Bankers Life seeks motivated individuals for a Wealth Management Trainee role. You’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships, while receiving structured mentorship and growth opportunities.

No finance background is required, and you’ll receive support to obtain licensing in Life & Health. As you progress, you’ll prepare for the Securities Industry Essentials (SIE) Exam, with coursework, support, and a $2,000 bonus upon

Qualifications

• No finance background required.
• Willing to get licensed in Life & Health.
• SIE exam prep with coursework and a $2,000 bonus upon completion.

Responsibilities

• Work one-on-one with clients to craft personalized financial solutions.
• Support clients with wealth management needs and build lasting relationships.
• Benefit from award-winning mentorship and training to advance into leadership roles.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life seeks motivated individuals for a Wealth Management Trainee role. You’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships, while receiving structured mentorship and growth opportunities.

No finance background is required, and you’ll receive support to obtain licensing in Life & Health. As you progress, you’ll prepare for the Securities Industry Essentials (SIE) Exam, with coursework, support, and a $2,000 bonus upon